Custody Operations Analyst – SWP & Reporting

BuzzClan

Minneapolis (MN)

On-site

USD 65,000 - 90,000

Full time

3 days ago

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Job summary

BuzzClan is seeking an Operations Analyst with experience in Custody Operations and SWP to support back-office banking and investment operations, including account maintenance, transfers, and reporting. The role is based in Minneapolis/Milwaukee/Chicago and is a 1+ year contract.

You will handle day-to-day custody activities, update client data, process cash and stock transfers, generate reports with BusinessObjects, and coordinate with internal teams while maintaining confidentiality and

Qualifications

Bachelor's degree in Finance, Accounting, Commerce, Economics, Business, or related field.
1–4 years of Custody/Investment Operations experience.
Hands-on experience with SWP and capital markets knowledge.
Experience with cash/stock transfers and static data in custody ops.

Responsibilities

Perform day-to-day custody operations activities using SWP.
Update client/account information such as address, DOB, fees, and statement details.
Process cash and stock transfers based on client instructions.
Handle cash disbursements, dividends, and interest payments.
Review and post cash receipts from clients and counterparties.
Research client and portfolio-level information in SWP.
Generate and review BOXI/BusinessObjects reports.
Coordinate with internal operations and processing teams.
Maintain accuracy, confidentiality, and data privacy.
Complete multiple tasks within strict operational deadlines.